SSG
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Summit Securities Group’s Lifestance Health LFST Stock Holding History

Summit Securities Group’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,500
Closed -$10K – 1267
2022
Q3 		$10K Buy
+1,500
New +$10.5K ﹤0.01% 789

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's LFST Position: Q4 2022 in Review

Summit Securities Group sold out of Lifestance Health (LFST) in Q4 2022, closing a stake of 1,500 shares — an estimated $10K sold.

Summit Securities Group first reported a position in LFST in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 84 funds tracked by Wall St. Rank hold LFST as of Q4 2022.

  • Summit Securities Group reported no remaining Lifestance Health position as of Q4 2022 after selling out during the quarter.
  • Summit Securities Group sold 1,500 Lifestance Health shares in Q4 2022, an estimated $10K.
  • Summit Securities Group first reported a position in Lifestance Health in Q3 2022 and held it in 1 quarter.
  • Summit Securities Group's Lifestance Health position peaked at $10K in Q3 2022.
  • 84 funds tracked by Wall St. Rank held Lifestance Health as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.